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Financial planning
Most dealers make every effort to comply with both the spirit and the requirements of the law. The smartest ones seek to use their compliance behaviour as a competitive a...
Financial planning
Joe Hockey’s office is likely to be bombarded with reams and reams of responses to the federal government’s draft CLERP 6 legislation....
Financial planning
Real estate agents will be regulated under the same regime as financial advisers when offering financial advice to clients....
Financial planning
Advisers never cease to amaze me. I thought I was beyond shock as far as the ego and greed of some advisers were concerned. But from recent articles I have read; conversa...
Financial planning
The Association of Financial Advisers (AFA) is claiming a “partial victory” on the issue of commission disclosure as outlined in the Financial Services Reform Bill (CLERP...
Financial planning
January 1, 2001 has been slated as implementation date for CLERP 6 changes....
Financial planning
The financial planning industry is ready for today's release of CLERP 6, according to KPMG’s Peter Hutley....
Financial planning
Master trust operators may be slugged with a price hike under a recently released policy from Australian Securities and Investments Commission (ASIC). Law firm Freehill H...
Financial planning
The Financial Planning Association is to audit financial planning groups to en-sure its members adhere to the association's disclosure regime....
Financial planning
The Financial Planning Association is to audit financial planning groups to ensure its members adhere to the association’s disclosure regime....
Financial planning
Hillross Financial Services is to begin a mail-out to 2,500 of its investors in its PortfolioCare Investment Service this week, following news its disclosure docu-ments m...
Financial planning
Australia’s superannuation system remains as baffling as ever to the people that use it, a survey has found....
Financial planning
The superannuation choice of fund proposal has been on the Federal Government’s to do list since the Coalition came to power in 1996. And while the Government considers i...
Funds management
Friendly society funeral, education and income bonds have been granted a short reprieve from being taxed, and the industry is continuing to fight for tax-exemption....
Financial planning
The Life Insurance Conduct and Disclosure (LICD) Bill is back on the legislative agenda but under a different guise....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...